The Sign-in Console can be accessed from the Main Dashboard by any user with greater than volunteer access to the system.
To access the Sign-in Console, follow the instructions below:
- Login to your CERVIS Account using the Admin Login page.
- Click on “Sign-in Console / Kiosk” under the “Opportunity Management” heading on the Main Dashboard.
- Choose from the options listed below to determine how you would like the Sign-in Console to function.
- First, select to show all open opportunities or filter to only the Events/Projects that are associated with a particular Interest Category (this is most helpful if you have multiple locations.) Note that if you select a parent category that all of the subcategories will be included as well, but if you choose a subcategory, only that one will be included.
- This next option is only visible if you set up a printer for use with your console, and would allow you to select the printer location to use. For details on connecting a printer, see the knowledge base article linked HERE.
- Next, if you have Walk-in Registration enabled in your system, you can choose to use the full volunteer profile or the QuickReg form when volunteers are creating a profile. Enabling Walk-in Registration in your System Configuration will allow volunteers who have not previously registered for an event, or potentially even created a profile, to register day-of using the Sign-in Console.
- Lastly, choose to open the console in “Sign-in Mode” or “Administration Mode”. We recommend only using Administration Mode if you are personally signing people in because you will remain logged in and can access the Main Dashboard. Whereas Sign-in Mode only allows the volunteers to see volunteer names and email address previews when searching for their profile and it can be left open all day without timing out.
- To close the Sign-in Console, type “Close” or “Exit” into the search bar and select “Close Sign-in Console” when it appears in the drop down. For more details on this process, please reference the knowledge base article linked HERE.
For an overview of the Sign-in Console, reference the knowledge base article linked HERE.
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